How to Use/Access Workday Help
Modified on: Wed, Mar 5 2025 5:36 PMBTech |
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Workday Information |
URL to Access - https://www.myworkday.com/swinerton/wdhelp/helpcenter
Accessing the Workday Help Case Workspace
- Check Access: Ensure you have access to the Help Case Workspace. If you do not have access, contact your HR partner or support team to request it.
- Log In: Once access is granted, log in to Workday and navigate to the Help Case Workspace by selecting the 'Help' icon from the Workday home page.
- Navigating the Workspace: Familiarize yourself with the layout of the Help Case Workspace. Key sections include 'My Cases', 'Create New Case', and 'Search Cases'.
- Creating a New Case: To create a new case, click on 'Create New Case', fill in the required details such as case type, description, and any relevant attachments, then submit.
- Tracking Case Status: Monitor the status of your cases in the 'My Cases' section. You can view updates, add comments, and respond to queries from the support team.
- Further Assistance: If you still encounter issues, reach out to the Workday team for further assistance.
Reviewing Workday Help Case Types
- Review Usage: Navigate to the 'Case Types' section within the Help Case Workspace to review the usage of the 'Performance' case type.
- Identify Users: Use the reporting tools in Workday to identify users who frequently use the 'Performance' case type. This can be done by generating a report on case types and filtering by 'Performance'.
- Inactivation Assessment: Assess whether the 'Performance' case type can be inactivated without causing conflicts. Consider the impact on current and future cases.
- Confirmation: Discuss your findings with the Workday Team to confirm whether the 'Performance' case type can be safely inactivated.
- Disable Case Type: If confirmed, proceed to disable the 'Performance' case type. This can be done by navigating to the 'Case Types' section, selecting 'Performance', and choosing the option to inactivate.
- Follow Up: After inactivation, follow up with a review to ensure that the change has not disrupted any workflows. Check for any new issues or feedback from users.
If the problem persists, reaching out to the support team for further assistance is recommended.